Position:
Registered Investment Advisor Agent / Financial Planner at Securities America, Inc. Member FINRA/SIPC, Financial Consultant at Perfect Benefits Group, Consultant at Frankel Loughran Starr Vallone, Owner at MHM Transport, LLC
Location:
Greater New York City Area
Work:
Securities America, Inc. Member FINRA/SIPC
- 40 Wall Street since Nov 2012
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Registered Investment Advisor Agent / Financial Planner
Perfect Benefits Group
since 2009
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Financial Consultant
Frankel Loughran Starr Vallone
since Feb 2008
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Consultant
MHM Transport, LLC
- New Rochelle, NY since Dec 2004
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Owner
American Portfolios
Dec 2004 - Nov 2012
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Financial Consultant
AXA Advisors, L.L.C.
Jul 2003 - Dec 2004
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Financial Consultant
AIG Trading
Aug 1997 - Dec 2001
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Risk Manager
AIG Trading group
1997 - 2001
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Risk Management
American International Group
1997 - 2001
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Market Risk Manager
Education:
The Pennsylvania State University Aug 1992 - May 1996
BS, Spanish
The University of Salamanca Jan 1995 - Jun 1995
Skills:
Financial Planning, Tax, Estate Planning, 401k, Asset Management, Long Term Care, Brokerage, IRA's, Investments, Insurance, Risk Management, Portfolio Management, Banking, Securities, Risk, Annuity, Retirement, Retirement Planning, Wealth, Strategic Financial Planning